# Sheila Lawrence

> Sheila Lawrence is a fee-only financial advisor at Ballentine Partners, LLC in Waltham, Massachusetts, who holds the CAP and CFP credentials. Ballentine Partners, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/sheila-lawrence/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Ballentine Partners, LLC
- **Based in:** Waltham, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $15.32B across 7,401 accounts
- **Credentials:** CAP, CFP
- **Works with:** Founders, Ultra high net worth, Multi-generational families
- **CRD:** 4497454 (https://adviserinfo.sec.gov/individual/summary/4497454)
- **SEC registration:** Investment adviser representative in LA, MA, NH
- **Exams passed:** Series 63 (2002), Series 65 (2007)
- **Firm size:** 125 employees
- **Disclosures:** None reported
- **Website:** http://ballentinepartners.com

## Frequently asked questions

### Is Sheila Lawrence a fee-only financial advisor?

Yes. Sheila Lawrence is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Sheila's firm.

### How does Sheila charge for financial advice?

Sheila's firm, Ballentine Partners, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Sheila Lawrence based?

Sheila Lawrence is based in Waltham, Massachusetts.

### What credentials does Sheila Lawrence hold?

Sheila Lawrence holds the CAP and CFP credentials.

### Is Sheila Lawrence registered with the SEC?

Yes. Sheila Lawrence is registered as an investment adviser representative in LA, MA and NH (CRD 4497454), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Ballentine Partners, LLC manage?

Ballentine Partners, LLC reports $15.32B across 7,401 accounts in assets under management.

### How do I contact Sheila Lawrence?

Through Sheila's website, ballentinepartners.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/1658): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://ballentinepartners.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.